Insurance Company Maintenance

Use this form to set up insurance companies that can be assigned to assets on the Asset Maintenance form. The insurance details move to the Asset Maintenance form when you select an insurance company for the asset. The information is for reference if you must contact the company about the asset.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Name

Enter a unique code for the insurance company, up to 30 characters.

Address

Enter the insurance company's address details.

Suburb

The label for this field is the suburb on the Country Maintenance form. You can enter a 50 character alphanumeric suburb, or select one from a dropdown list. The suburbs that you can select depend on the country of the current company. Greentree Desktop is pre-populated with suburb codes for New Zealand and Australia.

When you select a suburb from the list, the post code, state and time zone (if required) update to their related fields. You can edit or re-select a suburb code.

Post code

The label for this field is the postal code on the Country Maintenance form. You can enter a 10 character alphanumeric post code, or select one from a dropdown list. The codes that you can select depend on the country of the current company. Greentree Desktop is pre-populated with post codes for New Zealand and Australia.

When you select a code from the list, the suburb, state and time zone update to their related fields. You can edit or select a post code.

State

This field is enabled if the Use state in address details option on the Country Maintenance form is selected.

The label for the field is the state on the Country Maintenance form. You can enter a 20 character alphanumeric state, or select one from the dropdown list.

You can edit or select a state.

Country	Terminology	Lookup Available?
New Zealand	City	Yes
Australia	State	Yes
USA	State	Yes
UK	County	Yes
Canada	Province	Yes
All Others	State	No

Note: A state associated with a post code or suburb always overwrites an existing value in this field.

Country

Select the country of the insurance company.

T/Zone

This field is enabled if the Use time zone in address details option on the Country Maintenance form is selected.

You can enter a six alphanumeric character time zone (recommended in standard format such as +12:00). If you select a a suburb or postal code from a list, the time zone for that selection is copied to this field, if it is in use.

Note: A time zone for a (subsequently selected) post code or suburb always overwrite any existing value in this field.

Phone

Enter up to 50 alphanumeric characters for the customer's phone number. If phone masking is in use, this field is formatted with the phone or fax mask defined on the Country Maintenance form. You can also enter text following a masked format if required — for example, for an extension number.

Fax

Enter up to 50 alphanumeric characters for the customer's fax number. If phone masking is in use, this field is formatted with the phone or fax mask defined on the Country Maintenance form. You can also enter text following a masked format if required — for example, for an extension number.

Contact

Enter the name of the main contact person for this insurance company. You can enter up to 30 alphanumeric characters.

Email address

Enter up to 256 alphanumeric characters for the insurance company's email address.